Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortney? Claim Your ProfileCortney Albanese is an investment advisor representative with Osaic Wealth, Inc. Cortney has been working in the financial services industry since January 2007. Cortney has a Series 7 and Series 66 license, and is registered with FINRA. Cortney's primary office is located in South Jordan, UT. Cortney specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Cortney also offers educational seminars on a variety of financial topics. Cortney is committed to providing her clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
04/04/2016 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
06/03/2009 - 03/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IA
02/18/2009 - 05/18/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)
UT
10/09/2008 - 01/27/2009
E*TRADE SECURITIES LLC (SANDY UT)
UT
12/05/2006 - 10/02/2008
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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